ELEUTHERIAN MILLS-HAGLEY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELEUTHERIAN MILLS-HAGLEY FOUNDATION INC (EIN 51-0070531)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-26
- IRS object ID
- 202302999349301750
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-26T13:01:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cover & Rossiter PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 Centerville Road Suite 100 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510070531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eleutherian Mills-Hagley Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEU | BusinessNameControlTxt |
| Phone | 3026582400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3630 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198070630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen R Cronin | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 3026582400 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Karen | PersonFirstNm |
| Person Last | Cronin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Kennedy | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jill MacKenzie | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3630 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198070630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,118,525 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hagley.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Hagley Museum and Library collects, preserves, and interprets the unfolding history of American enterprise. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 192 | TotalEmployeeCnt |
| Total Volunteers | 395 | TotalVolunteersCnt |
| Total Gross UBI | $109,799 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $85,301 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,079,604 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,600,940 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $153,927 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $254,690 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,826,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,670,158 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,537,265 | PYOtherRevenueAmt |
| CY Other Revenue | $290,544 | CYOtherRevenueAmt |
| PY Total Revenue | $13,522,481 | PYTotalRevenueAmt |
| CY Total Revenue | $13,816,332 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,114 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $108,826 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,475,866 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,691,202 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $96,133 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $690,768 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,841,073 | PYOtherExpensesAmt |
| CY Other Expenses | $5,346,654 | CYOtherExpensesAmt |
| PY Total Expenses | $11,442,186 | PYTotalExpensesAmt |
| CY Total Expenses | $12,146,682 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,080,295 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,669,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $219,223,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,925,945 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,197,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $744,897 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $217,026,632 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $181,181,048 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Hagley Museum and Library seeks to inspire all people to be innovative in their own lives through investigation and exploration of our historical collections, the original DuPont powder yard, and online resources. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,850,188 | ExpenseAmt |
| Revenue | $266,848 | RevenueAmt |
| Desc | Hagley Museum is located on 235 acres along the banks of the Brandywine River in Wilmington, Delaware. Hagley is the site of the gunpowder works founded by E. I. du Pont de Nemours in 1802. This example of early American industry includes restored mills, a workers' community, and the ancestral home and gardens of the du Pont family. Hagley exhibits objects and artifacts that interpret the unfolding history of American business, technology, and innovation, and its impact on the world. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,319,173 | ExpenseAmt |
| Grant | $108,826 | GrantAmt |
| Revenue | $39,984 | RevenueAmt |
| Desc | Hagley's Research Library supports research on the history of American business, commerce, consumption, technology, and design within their broad social, cultural, and political contexts. Each year hundreds of scholars come to the Library to do research using Hagley's materials and archives. In 1986, the Center for the History of Business, Technology, and Society was organized to administer Hagley's interactions with the world of scholarship. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,169,361 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 192 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Business Office | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026582400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 298 Buck Road East | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198070630 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Henry B du Pont IV | |||||||
| President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ann C Rose | |||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Augustus I du Pont | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John S Wellons | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Blaine T Phillips | |||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward J Bassett CFA | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Alexa A Dembek PhD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles M Elson PhD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| William J Farrell II | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gregory Friedman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret BW Graham PhD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Furey McDonough | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M Gary Talley | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven W Usselman PhD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jill Mackenzie | |||||||
| Executive Director | 40.00 | Yes (X) | $199,436 | $0 | $17,034 | ||
| Marjorie P Kelly | |||||||
| Assistant Secretary | 40.00 | Yes (X) | $54,054 | $0 | $11,135 | ||
| Karen Cronin | |||||||
| CFO; Assistant Treasurer | 40.00 | Yes (X) | $132,145 | $0 | $15,643 | ||
| Erik Rau | |||||||
| Director, Library Services | 40.00 | $141,801 | $0 | $13,794 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $527,436 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,606 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Service Unlimited Inc | |||||
| 19 Southgate Blvd | New Castle | DE | 19720 | HVAC Equipment and Maintenance | $504,097 |
| Superior Electric Service Co | |||||
| 36 Germany Dr | Wilmington | DE | 19804 | Electric Services | $391,520 |
| Robert Peter Gerber dba Gerber Masonry | |||||
| 101 Fallon Ave | Wilmington | DE | 19804 | Masonry | $265,642 |
| Priority Services LLC | |||||
| 70 Albe Dr | Newark | DE | 19702 | General Contractor | $219,964 |
| TEC Elevator Inc | |||||
| 7251 Browning Rd | Pennsauken | NJ | 08109 | Elevator Service | $193,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $98,088 | MembershipDuesAmt |
| Fundraising | $217,611 | FundraisingAmt |
| Government Grants | $1,916,283 | GovernmentGrantsAmt |
| All Other Contributions | $2,368,958 | AllOtherContributionsAmt |
| Noncash Contributions | $559,017 | NoncashContributionsAmt |
| Total Contributions | $4,600,940 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Admissions | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $254,690 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,690 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $254,690 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,739,854 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $96,283 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,643,571 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $255,091 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,582 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $229,509 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,509 | TotalRevenueColumnAmt |
| Exclusion | $229,509 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,870,901 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,934,297 | SecuritiesAmt |
| Other | $6,300 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,936,604 | SecuritiesAmt |
| Other | -$6,300 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,930,304 | TotalRevenueColumnAmt |
| Exclusion | $2,930,304 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $288,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $217,611 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $292,823 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,623 | TotalRevenueColumnAmt |
| Exclusion | -$4,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $68,865 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $43,191 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,516 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Visitor & Photocopy | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $39,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,984 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,984 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,816,332 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $306,832 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $109,799 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,798,761 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,826 | TotalAmt |
| Program Services | $108,826 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,448 | TotalAmt |
| Program Services | $127,792 | ProgramServicesAmt |
| Management And General | $237,760 | ManagementAndGeneralAmt |
| Fundraising | $63,896 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,742,123 | TotalAmt |
| Program Services | $4,096,170 | ProgramServicesAmt |
| Management And General | $404,661 | ManagementAndGeneralAmt |
| Fundraising | $241,292 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,624 | TotalAmt |
| Program Services | $254,455 | ProgramServicesAmt |
| Management And General | $54,013 | ManagementAndGeneralAmt |
| Fundraising | $9,156 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,930 | TotalAmt |
| Program Services | $724,490 | ProgramServicesAmt |
| Management And General | $49,705 | ManagementAndGeneralAmt |
| Fundraising | $51,735 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,077 | TotalAmt |
| Program Services | $296,113 | ProgramServicesAmt |
| Management And General | $61,402 | ManagementAndGeneralAmt |
| Fundraising | $18,562 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,659 | TotalAmt |
| Management And General | $15,659 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,289 | TotalAmt |
| Management And General | $56,289 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,855 | TotalAmt |
| Management And General | $499,855 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,550 | TotalAmt |
| Program Services | $212,434 | ProgramServicesAmt |
| Management And General | $199,885 | ManagementAndGeneralAmt |
| Fundraising | $34,231 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,464 | TotalAmt |
| Program Services | $34,357 | ProgramServicesAmt |
| Management And General | $261,315 | ManagementAndGeneralAmt |
| Fundraising | $4,792 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,078 | TotalAmt |
| Program Services | $240,645 | ProgramServicesAmt |
| Management And General | $40,180 | ManagementAndGeneralAmt |
| Fundraising | $9,253 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,946 | TotalAmt |
| Program Services | $533,214 | ProgramServicesAmt |
| Management And General | $51,275 | ManagementAndGeneralAmt |
| Fundraising | $38,457 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,347 | TotalAmt |
| Program Services | $71,371 | ProgramServicesAmt |
| Management And General | $60,757 | ManagementAndGeneralAmt |
| Fundraising | $20,219 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,042 | TotalAmt |
| Program Services | $945,176 | ProgramServicesAmt |
| Management And General | $87,923 | ManagementAndGeneralAmt |
| Fundraising | $65,943 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,980 | TotalAmt |
| Program Services | $351,722 | ProgramServicesAmt |
| Management And General | $32,719 | ManagementAndGeneralAmt |
| Fundraising | $24,539 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Maintenance and Repairs | $1,246,757 | $1,040,030 | $139,310 | $67,417 |
| Hagley Heritage Curator | $101,081 | $50,155 | $9,650 | $41,276 |
| Collection Acquisitions | $82,411 | $82,411 | ||
| Excise Taxes | $24,195 | $24,195 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,146,682 | TotalAmt |
| Program Services | $9,169,361 | ProgramServicesAmt |
| Management And General | $2,286,553 | ManagementAndGeneralAmt |
| Fundraising | $690,768 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,308,467 | BOYAmt |
| EOY | $1,920,428 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,806 | BOYAmt |
| EOY | $640,712 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,255 | BOYAmt |
| EOY | $3,750 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,767 | BOYAmt |
| EOY | $29,412 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,942 | BOYAmt |
| EOY | $513,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,060,854 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,845,225 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,596,644 | BOYAmt |
| EOY | $17,215,629 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,109,389 | BOYAmt |
| EOY | $131,437,505 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,508,420 | BOYAmt |
| EOY | $30,165,041 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,223,690 | BOYAmt |
| EOY | $181,925,945 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,198 | BOYAmt |
| EOY | $640,088 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,438 | BOYAmt |
| EOY | $104,809 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,072 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,350 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,197,058 | BOYAmt |
| EOY | $744,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,950,824 | BOYAmt |
| EOY | $139,342,539 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,075,808 | BOYAmt |
| EOY | $41,838,509 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,026,632 | BOYAmt |
| EOY | $181,181,048 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,223,690 | BOYAmt |
| EOY | $181,925,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,669,650 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$37,515,234 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,893,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,992,007 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,268,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,079,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,600,940 | CurrentTaxYearAmt |
| Total | $16,834,558 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,893,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,992,007 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,268,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,079,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,600,940 | CurrentTaxYearAmt |
| Total | $16,834,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,727,865 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,106,693 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,148,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,857,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,093,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,933,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,994,945 | CurrentTaxYearAmt |
| Total | $18,027,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,862,250 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,382,291 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.43330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,208,955 | BeginningYearBalanceAmt |
| Contributions | $95,681 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,381,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,740,622 | OtherExpendituresAmt |
| End Year Balance | $159,182,048 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,526,614 | BeginningYearBalanceAmt |
| Contributions | $81,682 | ContributionsAmt |
| Investment Earnings Or Losses | $30,994,504 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,393,845 | OtherExpendituresAmt |
| End Year Balance | $196,208,955 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,998,217 | BeginningYearBalanceAmt |
| Contributions | $488,281 | ContributionsAmt |
| Investment Earnings Or Losses | $22,363,060 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,322,944 | OtherExpendituresAmt |
| End Year Balance | $172,526,614 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,667,593 | BeginningYearBalanceAmt |
| Contributions | $106,388 | ContributionsAmt |
| Investment Earnings Or Losses | $24,317,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,092,981 | OtherExpendituresAmt |
| End Year Balance | $156,998,217 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,203,454 | BeginningYearBalanceAmt |
| Contributions | $82,471 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,356,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,262,242 | OtherExpendituresAmt |
| End Year Balance | $139,667,593 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75525 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15142 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09333 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,413,100 | OtherCostOrOtherBasisAmt |
| Book Value | $1,413,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,158,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,209,994 | DepreciationAmt |
| Book Value | $11,948,243 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,430,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,924,758 | DepreciationAmt |
| Book Value | $506,191 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,058,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,710,473 | DepreciationAmt |
| Book Value | $3,348,095 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,215,629 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $30,165,041 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,165,041 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | -$23,837,161 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$37,515,234 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $361,596 | OtherRevenueAmt |
| Revenue Not Reported | -$37,153,638 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,316,477 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $499,855 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $499,855 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,816,332 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,008,423 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $361,596 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $361,596 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,646,827 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $499,855 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $499,855 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,146,682 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | Hagley does not capitalize donated collection items or recognize them as revenues or gains. Purchases of collection items are recorded as decreases in net assets without donor restrictions in the year in which the items are acquired or as decreases in net assets with donor restrictions if the assets used to purchase the items are restricted by donors. Proceeds from de-accessions or insurance recoveries are reflected as increases in the appropriate net asset class. |
| Part III, Line 4: | The collections are held for public exhibition, education, or research in furtherance of public service rather than financial gain. They are protected, kept unencumbered, cared for, and preserved. The collection maintained by Hagley Library (the "Library") is subject to a policy the requires the sales proceeds of collection items to be used to acquire other items for collections. The collection items maintained by the Hagley Museum (the "Museum") are subject to a policy that requires the proceeds from sales of collection items to be used to acquire other items for collections or for the direct care of the collection. Direct care of the Museum collections includes conservation proposals and treatments on artifacts by outside professional conservators and excludes any work on buildings or facilities owned by the Museum. |
| Part V, Line 4: | Hagley has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that Hagley must hold in perpetuity or for a donor-specified period(s) as well as Board-designated funds. Under this policy, as approved by the Board of Trustees, the endowment assets are invested in a manner that is intended to maintain the level of financial support currently provided while assuming a moderate level of investment risk. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expenses Reported on 990 p. 9, Line 8b 292,823. Cost of Goods Sold on 990 p. 9, Line 10b 43,191. Rental Expenses Reported on 990 p. 9, Line 6b 25,582. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses Reported on 990 p. 9, Line 6b 25,582. Special Event Expenses Reported on 990 p. 9, Line 8b 292,823. Cost of Goods Sold on 990 p. 9, Line 10b 43,191. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | Investment | $442,487 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | Investment | $6,632,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,074,853 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,074,853 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III Accounting Method: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fireworks | Event1Nm |
| Gross Receipts Event1 | $373,285 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $217,611 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $155,674 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $186,510 | OtherDirectExpensesEvent1Amt |
| Event2 | Craft Fair | Event2Nm |
| Gross Receipts Event2 | $50,633 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $50,633 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $4,157 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $81,893 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $81,893 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $102,156 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $505,811 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $217,611 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $288,200 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $292,823 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $292,823 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,623 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fellowship & research grants | GrantTypeTxt |
| Recipient | 52 | RecipientCnt |
| Cash Grant | $108,826 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Hagley research grants are awarded through an application and evaluation process. The committee, comprised of Hagley experts and outside scholars, assesses applications 4 times per year. Applicants must demonstrate their research will make important scholarly and academic contributions; potential grant recipients must also make sufficient use of Hagley's research collections. 52 grants were awarded in 2022. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jill Mackenzie | ||||||||||||||
| Executive Director | $199,436 | $0 | $0 | $0 | $0 | $0 | $14,804 | $0 | $2,230 | $0 | $216,470 | $0 | $0 | $0 |
| Erik Rau | ||||||||||||||
| Director, Library Services | $141,801 | $0 | $0 | $0 | $0 | $0 | $11,114 | $0 | $2,680 | $0 | $155,595 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | As a condition of employment and for the convenience of the Organization, the Executive Director resides on Hagley's premises. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $559,017 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 148 | ContributionCnt |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33: | FormAndLineReferenceDesc |
| Explanation | Hagley does not consider its collection items to be monetary assets and therefore (following FASB and AAM guidance) does not record a monetary value with their receipt. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Some Trustees have a common family relationship. |
| Form 990, Part VI, Section B, line 11b | Draft versions of the Form 990 are distributed to all members of the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Each Trustee must complete a Conflict of Interest Policy Disclosure Statement annually. Board members are required to acknowledge a potential conflict to the Board prior to entering into a transaction with Hagley. The minutes of the Board meeting at which a disclosure of conflict is made shall reflect the occurrence and the outcome. The Executive Director monitors contracts and vendor payments for potential conflicts of interest and informs the President of the Board. The President then brings the potential conflict to the Board for discussion when deemed possibly material. |
| Form 990, Part VI, Section B, line 15 | The Executive Director gathers local salary data as well as national salary survey data every other year in order to establish current market values for Hagley's salaried positions. The collected survey data supports a salary structure that aligns every position within a salary range. The Executive Director works with the Organization and Compensation Committee under the Board of Trustees in order to ensure that the proper appraisal systems and compensation and benefits philosophies approved by the Committee are adhered to by management. |
| Form 990, Part VI, Section C, line 19 | There currently exists no legal requirement to make governing documents, conflict of interest policies or audited financial statements publicly available. Hagley has never received a request for information of this type. If any requests for this information should be received, they would be evaluated by the Trustees on a case by case basis. In general, the Trustees believe that the information available on this form (the Form 990) would be more than sufficient to respond to most legitimate inquiries. |
| Form 990, Part XI, Line 2c: | The Audit and Finance Committee assumes oversight of the financial statements and the selection of the independent auditors. |
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